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Create a Custom Object for Reviews

Learning Objectives

In this project, you’ll:

  • Create custom objects, site objects, and junction objects to make an existing app more efficient.
  • Customize page layouts, create relationships, and add filters to give app users easy access to the information they need.
  • Add custom fields to the app to capture information critical to the hiring process.

Introduction

Since implementing Salesforce 6 months ago, AW Computing has been on an upward trajectory in sales and revenue. And with that comes the need to beef up the staff across a number of departments. Ling Wu, the vice president of human resources, has asked you to help her recruiting team more efficiently handle the hiring process.

In this project, you use your awesome admin skills to create custom objects, relationships, page layouts, and more, to give the HR team easy access to the data they need on their existing Recruiting app. Before you get hands-on, let’s install an unmanaged package in your Trailhead Playground. It will add metadata and customizations that make your hands-on work more realistic and meaningful.

Note

Note

You need your hands-on org username and password to complete installation of the unmanaged package. If you're using a Trailhead Playground, this article shows you how to find your username and reset your password. If you have trouble installing the package, follow the steps in this article.

Install the Unmanaged Package

  1. Once you know the username and password for your hands-on org, click this link to begin installation.
  2. Log in with the username and password for your hands-on org.
  3. Select Install for Admins Only, then click Install.
  4. Once you get an Installation Complete message, click Done. You should receive an email saying your installation was successful.

Create a Review Custom Object

Now that the package is in place and you have the Recruiting app open, you can get to work. The first thing on your list is creating a custom object for reviews.

  1. From Setup, click Object Manager.
  2. Click Create, select Custom Object, and fill in the details.
    Field Value
    Label Review
    Plural Label Reviews
    Record Name Review Number
    Data Type Auto-Number
    Display Format REV-{0000}
    Starting Number 1
  3. In the Optional Features section, select Allow Reports and Track Field History.
  4. In the Deployment Status section, ensure Deployed is selected.
  5. In the Search Status section, select Allow Search.
  6. In the Object Creation Options section, select Add Notes and Attachments related list to default page layout.
  7. Leave everything else as is, and click Save.

You created your first custom object. Now let’s move on to the next step, where you create an object for a job posting site.

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